CONCESSION OPERATIONS AT JORDANELLE STATE PARK

ATTACHMENT D: TECHNICAL PROPOSAL RESPONSE & EVALUATION FRAMEWORK

MANDATORY MINIMUM REQUIREMENTS (Pass/Fail) Proposals must meet the following minimum requirements to be considered for technical evaluation. Failure to meet any of these criteria will result in the proposal being deemed non-responsive.

1. Site Visit Verification: The Offeror must have attended the mandatory Jordanelle State Park site visit and verified their presence on the official state sign-in sheet.

2. Professional Experience Baseline: The Offeror possesses a minimum of five (5) years of experience in the active management and operation of a high-volume marina or equivalent commercial recreation facility.

3. Financial and Bonding Viability: The Offeror is capable of securing immediate financing or liquid assets for capital improvements, as well as a twenty thousand dollar ($20,000.00) Performance Bond or irrevocable letter of credit from a Utah-authorized surety.

4. Insurance Indemnification Capacity: The Offeror is capable of obtaining all mandatory commercial general liability, marine liability, and property insurance limits required for this contract footprint.

5. Clean Operational History: The Offeror and its corporate principals have a clean operational record and have not defaulted on, been terminated for cause from, or abandoned any public concession contract, federal lease, or state park operating agreement within the past ten (10) years.

6. Contractual and Statutory Compliance: The Offeror acknowledges the state terms and conditions, will submit any requested exceptions via redline as per Section 7.3, and has uploaded the Attachment E Concession Fee Proposal as a separate, sealed file in accordance with Utah Code § 63G-6a-707.

Technical Criteria (850 Points Max Total)

All proposals received in response to this RFP will be evaluated in a manner consistent with the Utah Procurement Code, Administrative Rules, policies, and the evaluation criteria established in this RFP. Offerors bear sole responsibility for the items included or not included within the proposal submitted. Each area of the evaluation criteria must be addressed in detail.

INSTRUCTIONS TO OFFERORS:

Please structure your technical proposal using the four numbered sections below. Address every sub-item thoroughly. Upload your complete technical response to the U3P portal.

DO NOT include any concession fee percentages or financial return offers in Attachment D. All fee proposals must be submitted separately via Attachment E.

Note: Vendors must achieve a minimum technical score of 595 points (70%) be considered responsive and advance to the concession fee evaluation.

1. Required Concession Services Plan (250 Points Max)

1.1. Rental Fleet & Safety Plan (100 pts): Outline your proposed rental fleet schedule, including vessel types, quantities, age thresholds, and turnover plans. Describe daily maintenance routines, inspection workflows, peak-hour staging, customer safety orientations, and emergency towing procedures.

1.2. Storage & Field Logistics (80 pts): Describe your operational plan for managing dry storage facilities, launch and retrieval workflows, rental fleet staging, and seasonal mooring buoy inspections. Detail how you will coordinate dock staging to ensure prompt customer service while maintaining clear public boater access.

1.3. Staffing & Customer Service Standards (70 pts): Provide an organizational chart, peak vs. shoulder season staffing levels, customer service standards, and employee safety training programs for fuel dock operations and boating rules.

2. Business Development Plan (250 Points Max)

2.1. Proposed Capital Improvements & Conceptual Vision (125 pts): Describe your overall vision for any proposed capital improvements or facility modernizations (e.g., store remodel, dry storage redevelopment, boat shop updates, or dining/event spaces). Submit conceptual site ideas, rough floor plan layouts, or visual themes matching Jordanelle State Park's mountain-modern aesthetic. If no capital improvements are proposed, describe your plan to maintain and optimize existing facilities.

2.2. Infrastructure & Permitting Feasibility (75 pts): Demonstrate your understanding of the technical requirements needed for site improvements. Outline your general strategy for coordinating electrical isolation, JSSD culinary water and sewer capacity approvals, and DFCM building permit workflows.

2.3. Operational Continuity & Tenant Protection (50 pts): Outline your plan to maintain core public services (commercial fueling, vessel rentals, public launching, store operations) during any construction or site updates, ensuring existing storage tenants experience minimal disruption.

3. Company Qualifications (175 Points Max)

3.1. Experience & Operational Track Record (100 pts): Demonstrate a minimum of five (5) years of experience operating a high-volume commercial marina, waterfront facility, or similar public-private recreation concession. Provide a brief corporate overview and include three (3) professional references with current contact information.

3.2. Key Leadership & Site Management Resumes (75 pts): Provide professional resumes and background summaries for key corporate principals, proposed site general managers, and lead operational or maintenance supervisors who will oversee day-to-day operations.

4. Financial Plan (175 Points Max)

4.1. Proof of Capital & Financial Backing (80 pts): Provide bank reference letters, active lines of credit, or liquid asset documentation confirming your immediate ability to fund initial operational setup, startup inventory, and any proposed capital improvements.

4.2. 30-Year Financial Forecast (60 pts): Provide a 30-year operational financial projection showing estimated gross revenues by department, key operating expenses, routine maintenance reserves, and baseline depreciation assumptions.

4.3. Financial History & Creditworthiness (35 pts): Provide balance sheets or audited financial summaries for the past three (3) fiscal years and confirm a clean record free of lease defaults, bankruptcies, or contract terminations for cause.

END OF ATTACHMENT D